Sei Investments Co. Buys 2,395 Shares of MACOM Technology Solutions Holdings, Inc. $MTSI

Sei Investments Co. increased its stake in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) by 1.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 219,363 shares of the semiconductor company’s stock after purchasing an additional 2,395 shares during the quarter. Sei Investments Co. owned approximately 0.29% of MACOM Technology Solutions worth $48,714,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the stock. First Trust Advisors LP raised its holdings in MACOM Technology Solutions by 221.0% in the first quarter. First Trust Advisors LP now owns 228,400 shares of the semiconductor company’s stock worth $50,721,000 after purchasing an additional 157,250 shares in the last quarter. Westpac Banking Corp purchased a new position in shares of MACOM Technology Solutions in the 1st quarter worth approximately $96,000. Meeder Advisory Services Inc. grew its position in shares of MACOM Technology Solutions by 4.8% in the 1st quarter. Meeder Advisory Services Inc. now owns 1,980 shares of the semiconductor company’s stock worth $440,000 after buying an additional 91 shares during the last quarter. KBC Group NV raised its stake in shares of MACOM Technology Solutions by 0.9% during the 1st quarter. KBC Group NV now owns 23,823 shares of the semiconductor company’s stock worth $5,290,000 after acquiring an additional 210 shares in the last quarter. Finally, Trivest Advisors Ltd bought a new position in shares of MACOM Technology Solutions during the 1st quarter worth approximately $14,301,000. Institutional investors own 76.14% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have weighed in on MTSI. Weiss Ratings restated a “hold (c+)” rating on shares of MACOM Technology Solutions in a research note on Friday, May 8th. Truist Financial upped their price target on MACOM Technology Solutions from $261.00 to $375.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Zacks Research upgraded MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a report on Tuesday, May 12th. HC Wainwright reissued a “buy” rating on shares of MACOM Technology Solutions in a research report on Wednesday, June 3rd. Finally, Barclays boosted their target price on MACOM Technology Solutions from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, May 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $330.45.

MACOM Technology Solutions Trading Down 5.6%

NASDAQ:MTSI opened at $266.99 on Friday. The company has a market capitalization of $20.37 billion, a P/E ratio of 115.58, a PEG ratio of 2.19 and a beta of 1.65. The company has a current ratio of 7.52, a quick ratio of 5.84 and a debt-to-equity ratio of 0.29. MACOM Technology Solutions Holdings, Inc. has a 12 month low of $118.16 and a 12 month high of $418.90. The firm has a fifty day simple moving average of $348.53 and a 200-day simple moving average of $281.73.

MACOM Technology Solutions (NASDAQ:MTSI) last released its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.02. MACOM Technology Solutions had a return on equity of 16.01% and a net margin of 16.46%.The firm had revenue of $288.95 million for the quarter, compared to the consensus estimate of $285.20 million. During the same period in the prior year, the firm earned $0.85 EPS. The firm’s revenue was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. On average, equities research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current year.

Insiders Place Their Bets

In other news, SVP Donghyun Thomas Hwang sold 3,718 shares of the firm’s stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $276.74, for a total value of $1,028,919.32. Following the completion of the transaction, the senior vice president directly owned 34,886 shares in the company, valued at $9,654,351.64. This trade represents a 9.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Geoffrey G. Ribar sold 1,623 shares of MACOM Technology Solutions stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $361.84, for a total value of $587,266.32. Following the sale, the director directly owned 12,563 shares of the company’s stock, valued at $4,545,795.92. This trade represents a 11.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 78,096 shares of company stock valued at $28,760,941. Insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Profile

MACOM Technology Solutions is a semiconductor company specializing in high-performance analog, microwave, millimeter-wave and photonic semiconductor solutions. Its product portfolio includes amplifiers, switches, modulators, detectors and integrated circuits designed to optimize signal integrity, power management and data transmission. MACOM’s offerings address both digital and optical domains, providing critical building blocks for next-generation communications infrastructure.

The company’s solutions serve a diverse set of end markets, including wireless and wireline telecom, data centers, satellite communications, aerospace and defense, industrial and automotive applications.